2020-09-10T10:20:32-05:00 2019-12-31 271728945 PKF O'CONNOR DAVIES LLP 665 FIFTH AVENUE NEW YORK NY 10022 990PF 2019-01-01 223267949 PETER ALFOND FOUNDATION PETE 3017614433 3 BETHESDA METRO NO 960 BETHESDA MD 20814 PETER G ALFOND TRUSTEE 3017614433 2020-09-09 1 THOMAS BLANEY P00234022 2122862600 2020-08-25 67.250.101.203 2020-09-09 18:56:28 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D740A805C9DC1AB3D640CDA68BADBF9B21851E53 2019 2020-11-19 02:30:22Z X 12902991 X X 467 467 137345 198813 1610013 10467590 1571035 16345 16340 1764170 1786655 0 0 0 1639979 0 1639979 3375 0 3375 308343 39028 269315 8259 18712 0 54500 458 0 11325 0 11325 15997 25947 5529 2041778 84145 1929523 120200 120200 2161978 84145 2049723 -397808 1702510 21984 22463 22463 1704371 52 52 10510685 2548866 3381205 0 9282979 9499271 12237040 11854360 12902991 4100 4100 0 X 12232940 11854360 12232940 11854360 12237040 11854360 12232940 -397808 19228 11854360 0 11854360 3,000 SH OF 1/100 BERKSHIRE HATHAWAY CL A D 9247708 7680150 1567558 1567558 1,220 SH OF BERKSHIRE HATHAWAY CL B D 266963 208212 58751 58751 SALE OF PUBLIC SECURITIES P 952919 969215 -16296 -16296 CAPITAL GAINS THROUGH SAILINGSTONE K-1 P -38978 -38978 1571035 0 2205409 15882445 0.138858 1214866 14999730 0.080993 1206100 13385248 0.090107 1127399 14101831 0.079947 943589 14172474 0.066579 0.456484 0.091297 12800060 1168607 17025 1185632 2049723 X 17025 0 17025 0 17025 49352 10000 0 59352 X 0 42327 42327 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A INTENTIONAL PHILANTHROPY LLC 3017614433 3 BETHESDA METRO STE 960 BETHESDA MD 20814 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 REBEKAH ALFOND 3 BETHESDA METRO STE 960 BETHESDA MD 20814 TRUSTEE 10.00 0 0 0 KYLE ALFOND 3 BETHESDA METRO STE 960 BETHESDA MD 20814 TRUSTEE 10.00 0 0 0 SARAH BENSON 3 BETHESDA METRO STE 960 BETHESDA MD 20814 TRUSTEE 5.00 0 0 0 DEBORAH ALFOND 3 BETHESDA METRO STE 960 BETHESDA MD 20814 TRUSTEE 1.00 0 0 0 JAIRO ESTRADA 3 BETHESDA METRO STE 960 BETHESDA MD 20814 TRUSTEE 1.00 0 0 0 BARBARA CROWLEY 3 BETHESDA METRO STE 960 BETHESDA MD 20814 TRUSTEE 1.00 0 0 0 KEVIN MAHANEY 3 BETHESDA METRO STE 960 BETHESDA MD 20814 TRUSTEE 1.00 0 0 0 NONE 0 VENABLE LLP POST OFFICE BOX 62727 BALTIMORE MD 21264 LEGAL SERVICES 1369530 INTENTIONAL PHILANTHROPHY LLC 3 BETHESDA METRO CENTER 960 BETHESDA MD 20814 FOUNDATION MANAGEMENT 188315 VERRILL DANA LLP ONE PORTLAND SQUARE PO BOX 586 PORTLAND ME 04112 LEGAL SERVICES 168988 VERNAL POINT ADVISORS LLC 235 MONTGOMERY STE 1120 SAN FRANCISCO CA 94104 SEE STATEMENT 14 114028 SHUTTS & BOWEN LLP 200 SOUTH BISCAYNE BOULEVARD SUITE 4100 MIAMI FL 33131 LEGAL SERVICES 78660 0 0 12101158 893827 0 12994985 0 0 12994985 194925 12800060 640003 640003 17025 17025 622978 0 622978 0 622978 2049723 0 2049723 17025 2032698 622978 0 0 150997 543738 465205 1416635 2576575 2049723 0 0 0 622978 1426745 0 0 4003320 0 0 0 0 0 0 0 4003320 150997 543738 465205 1416635 1426745 X BETH ISRAEL CONGREGATION PO BOX 224 BATH ME 04530 PC BUILDING IMPROVEMENTS 10000 MAINEGENERAL MEDICAL CENTER 35 MEDICAL CENTER PARKWAY AUGUSTA ME 04330 PC ALFOND YOUTH CENTER 95300 UNA-USA PUERTO RICO B-5 TABONUCO ST SUITE 216 PMB 110 GUAYNABO RQ PC MODEL UNITED NATIONS PROGRAM 5000 PUERTO RICO COMMUNITY FOUNDATION 1719 AVE PONCE DE LEON SAN JUAN RQ PC PRCF SCHOLARSHIP FUND VIII 9900 120200 0 14 467 14 137345 14 16345 18 1610013 0 1764170 0 1764170 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION SERVICES 3375 0 3375 FORM 990-PF, PART I, LINE 16A THE FOUNDATION INCURRED EXTRAORDINARILY HIGH LEGAL FEES DURING 2018 AND 2019 DUE TO THE LITIGATION OF PETER ALFOND'S ESTATE. FORM 990-PF, PART VIII, LINE 3 VERNAL POINT ADVISORS, LLC WAS PAID $75,000 FOR PROJECT MANAGEMENT SERVICES AND $39,027.78 FOR INVESTMENT CONSULTING. 4,433 SHARES OF BERKSHIRE HATHAWAY CLASS B 756639 1004075 700 SHARES OF 1/100 BERKSHIRE HATHAWAY CL A 1792227 2377130 115,460 SHARES OF ANGEL OAK MULTI STRATEGY AT COST 1274723 1273520 79,618 SHARES OF DOUBLELINE TOTAL RETURN AT COST 837949 846343 9,817 SHARES OF OSTERWEIS STRATEGIC AT COST 109345 106420 93,543 SHARES OF DODGE & COX INCOME FUND AT COST 1281646 1312411 ANGELO GORDON CS HOLDINGS FUND, LP AT COST 370000 433161 ALATUS INFLECTION LONG ONLY FUND LTD CLASS B SERIES 1 AT COST 1000000 1193550 ALTAS PARTNERS HOLDINGS II LP AT COST 224600 218748 INVICTUS OPPORTUNITY FUND II LP AT COST 581744 658490 MHS CAPITAL PARTNERS III, LP AT COST 5000 5000 REDCAR FUND I LP AT COST 324770 310309 RMWC DIRECT LENDING OPPORTUNITIES FUND III LP AT COST 473202 484408 SAILINGSTONE GLOBAL NATURAL RESOURCES FUND LP AT COST 400000 250600 TILDEN PARK OFFSHORE INVESTMENT FUND LTD CLASS A-2 AT COST 1000000 990592 VECTOR CAPITAL CREDIT OPPORTUNITY OFFSHORE FUND, LTD AT COST 550000 549661 WARD FERRY ASIAN RECONNAISSANCE FUND LTD AT COST 850000 866058 LEGAL SERVICES 1639979 0 1639979 MEMBERSHIP DUES 750 0 750 FOUNDATION GRANTS MANAGEMENT LICENSE 2500 0 2500 INSURANCE 2250 0 2250 BOARD OFFICE AND TECHNOLOGY 29 0 29 PARTNERSHIP EXPENSES 10468 25947 0 RMWC DLOF III LP 1318 1318 1318 REDCAR FUND I LP 15027 15027 15027 ORDINARY INCOME (L0SS) THROUGH K-1S 0 -5 0 NON-TAXABLE GAIN ON DONATION OF 432 SHARES BERKSHIRE HATHAWAY CLASS B STOCK 19228 FOUNDATION MANAGEMENT FEE 188315 0 188315 WEALTH MANAGEMENT CONSULTING 39028 39028 0 PROJECT MANAGEMENT CONSULTING 75000 0 75000 DESIGN OF GRANT METRICS FOR BOYS AND GIRLS CLUB OF PUERTO RICO 6000 0 6000 FEDERAL EXCISE TAX 54500 0 0 FOREIGN TAXES THROUGH K-1S 0 458 0